AI, Jensen & Nvidia, TSLA, SPCX, Markets

September 19, 2026

AI Doomerism? Or should the companies just have better quality control prior to releasing a model?

Fed increased interest rates by 0.25 basis. Does this help.

Play. Ed Sheeran is a Genius! 

PLAY!! Jeff Bezos on AI creating a Labor SHORTAGE.

  • Endless set of things to invent!

Anthropic has shifted IPO: https://www.wsj.com/tech/ai/anthropic-shifts-planned-ipo-to-november-8874dffc?mod=hp_lead_pos10

Play!! This is why Jensen in a Genius! 

Gemini broke out and Hacked. 

All-In Pods:

Play Jensen with on AI safety.

Elon and Gwen shotwell.

SpaceX

Starship 14 launch will deliver 26 V3 Starlinks.

So here's a crazy stat: Starship's upcoming 14th test flight next week, which will deliver 26 @Starlink V3 satellites to orbit for the first time, will increase the entire Starlink constellation capacity by 3%. It would take 10 Falcon 9 launches (277 V2 satellites) to add that same amount of capacity. Future Starship launches will eventually carry up to 60 next-gen Starlink V3 satellites, adding ~61,000 Gbps of network capacity in a single launch. That means each Starship launch will be able to deploy roughly as much Starlink capacity as 23 Falcon 9 launches combined - equivalent to about 640 V2 satellites.

Play CFO from TMobile

  • Hubris.
  • Apple Airtags analogy

Tesla

Tesla Roadster

Tesla Semi

The AI Regulation

Good summary here by Gavin

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AI, Jensen & Nvidia, TSLA, SPCX, Markets

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